Tivoli Software IBM Tivoli and Maximo Asset Management

Tivoli Software IBM’s Commitment to Maximo and Asset Management § Key to IBM strategy and future growth § Leverage Maximo’s marketleading technology § IBM and MRO share long history § Delivered more resources and a more aggressive product roadmap 2 © 2007 IBM Corporation

Tivoli Software Customer Value IBM will protect the Maximo customer’s investment: 3 • Continue to support and enhance the Maximo J 2 EE Architecture • Continued commitment to SOA and open standards • Provide upgrades to future Maximo versions • Continued support for user group meetings and advisory councils • Retain the “Maximo” brand name for all EAM products • Continued support for both IBM and non-IBM platforms © 2007 IBM Corporation

Tivoli Software Managing Performance of Critical Assets Asset and service management solutions for all critical assets across the enterprise - Operating on open standards: J 2 EE-based service-oriented architecture (SOA) Delivered with deep industry-specific functionality Production Assets Oil, Steel, Utilities 4 Building, Facility and Property Assets IT Assets Transportation Assets © 2007 IBM Corporation

Tivoli Software Maximo Themes Managing all of the critical assets in the enterprise Providing deep Industry solutions and expertise Enabling Service Management across all assets 5 Utilizing modern Service Oriented Architecture © 2007 IBM Corporation

Tivoli Software The Best of Enterprise Asset Management, IBM Service Management, IT Asset Management IBM Service Management Best Practices and Services Process Management Maximo Asset Mgmt (EAM) Process Management IBM Service Management Solutions (CCMDB, Service Management Platform Service Request Mgr) Tivoli Asset Mgmt for IT (ITAM) Service Management Platform Operational Management 6 § “Best in Class” Asset & Service Management § Consolidated Infrastructure for EAM, ITAM, Service Management § Modern Open Standards Based Technology © 2007 IBM Corporation

Tivoli Software Maximo Roadmap H 2 2006 2008 -2009 2007 IBM Maximo Asset Mgt 7. 1 • IBM Tivoli Asset Mgt for IT 7. 1 • IBM Tivoli Service Request Manager 7. 1 • IBM Maximo for Nuclear Power 6. 3 • IBM Maximo for Government 6. 1 • IBM Tivoli Change and Configuration Management Database 7. 1 • IBM Tivoli Release Process Manager 7. 1 • IBM Maximo for Utilities 6. 3 • IBM Maximo Spatial 6. 3 • IBM Maximo for Transportation 6. 3 • IBM Maximo for Life Sciences 6. 4 • IBM Maximo Calibration 6. 4 IBM Maximo for Service Providers 6. 1 IBM Maximo for Oil and Gas 6. 3 IBM Tivoli Asset Mgt for IT 6. 2. 1 IBM Maximo Asset Mgt 6. 2. 1: DB 2 Support IBM Maximo Asset Configuration Manager 6. 2 IBM Maximo Mobile Calibration New 7. x Releases of Industry Solutions: • Utilities • Nuclear Power • Service Providers • Government • Oil and Gas • Calibration • Life Sciences • Transportation New 7. x Releases of: • Tivoli Asset Mgt for IT • Tivoli Service Request Manager • Tivoli Change and Configuration Management Database • Tivoli Release Process Mgr • Tivoli Capacity Process Mgr • Tivoli Storage Process Mgr Key: Increased or new investment in EAM 7 © 2007 IBM Corporation

Tivoli Software Tivoli Asset Management for IT © 2007 IBM Corporation

Tivoli Software Converged Asset Management Physical Financial (Lifecycle Management) • Compliance/Audits • Contracts HW Cost Trends • Expense Control • License Management • Upgrade Costs • Leasing • Invoice validation • POs paid • Optimization • Modeling Supported in the current Tivoli IT AM Portfolio 9 • Discovery • Asset Tracking • Asset Assignment • Asset Reconciliation • Maintenance • Upgrades • Disposal • End of Life Areas enhanced for IT AM in 2007 Areas of focus for IT AM in 2008 Operational (IBM SM) • Service Desk • IMAC SW Cost Trends • Product Install • Product Removal • Disaster Recovery • Security • Service Request • Change Management • Release Management Capabilities provided by other Tivoli Products © 2007 IBM Corporation

Tivoli Software What is Software Asset Management (SAM)? IT Service Management IT Asset Management Hardware Software Contracts Software Asset Management HW Cost Trends SW Cost Trends Labor Cost Trends “Enterprises that begin an asset management program experience up to a 30% reduction in costs the first year. . and continue savings of 5 -10% for the next 5 years” – Gartner 10 © 2007 IBM Corporation

Tivoli Software Why Is Software Asset Management So Hard? • Lack of centralized cross-platform data repository • software inventory • product use activity • contractual and financial information • Rapid business change causes unexpected software spending and inefficient software deployment • Complexities of license metrics, terms & conditions, and software deployment • Software Asset Lifecycle management within functional areas and departmental silos • No clear knowledge of what software is installed, how much it is being used and who is using it. • Most software asset management practices lack the maturity to drive maximum business value 11 © 2007 IBM Corporation

Tivoli Software IBM’s Unique Approach to Software Asset Management Only IBM delivers the four essential sets of integrated information required for effective Software Asset Management across all significant environments What does each software asset cost now and in the future? Contracts & Financials Over Licensed? (Potential Savings) Under Licensed? (Compliance Risk) License Compliance What software assets are in use? License Use Software Use IBM Tivoli Asset Management for IT IBM Tivoli License Compliance Manager for What software do I have? All four questions must be answered to align software spending with business goals 12 z/OS Inventory PCs Servers System z © 2007 IBM Corporation

Tivoli Software Value Realized By Effective SAM Compliance Risk Reduction - Software vendor license compliance audits - World Wide impact of Sarbanes-Oxley Act Section 404 Software Cost Management - Identification and reduction of no and low use software - Efficient server consolidations - Optimize software and hardware capacity upgrades - Strong vendor contract negotiation leverage - Reduced software fees through competitive replacement - Improve operational performance and reduce maintenance costs - Invoice validation - Effective charge-back - Disaster recovery and business continuation Opportunity Creation - Software dollars can be redeployed to fund new software acquisitions and projects that return business value 13 © 2007 IBM Corporation

Tivoli Software Tivoli Asset Management for IT 6. 2. 1 Tivoli Integration Adapters Tivoli Service Request Manager Tivoli Asset Management for IT Tivoli Usage and Accounting Manager Mainframe 14 Tivoli Integration Adapters Enterprise Business Applications (ERP, HR, Finance) Maximo Asset Management Maximo Enterprise Adapter 3 rd party discovery tools Tivoli Application Dependency Discovery Manager IBM Net. Cool / Precision for IP Networks Tivoli Provisioning Manager Tivoli Integration Adapters Tivoli License Compliance Manager for z/OS Tivoli Asset Compliance Center (Bundled w/ TLCMz) Tivoli License Compliance Manager Servers & PCs © 2007 IBM Corporation

Tivoli Software Tivoli Asset Management for IT 7. 1 Tivoli Integration Adapters Maximo Asset Management Tivoli Service Request Manager Tivoli Asset Management for IT Tivoli Integration Adapters Enterprise Business Applications (ERP, HR, Finance) CCMDB Maximo Enterprise Adapter 3 rd party discovery tools Tivoli Application Dependency Discovery Manager IBM Net. Cool / Precision for IP Networks Tivoli Provisioning Manager Tivoli Usage and Accounting Manager Tivoli Integration Adapters Mainframe 15 Tivoli License Compliance Manager for z/OS Tivoli Asset Compliance Center (Bundled w/ TLCMz) Servers & PCs Tivoli License Compliance Manager © 2007 IBM Corporation

Tivoli Software Tivoli Asset Management for IT 7. 2 Tivoli Usage and Accounting Manager Tivoli Integration Adapters Maximo Asset Management Tivoli Service Request Manager Tivoli Asset Management for IT Tivoli License Optimization Manager Tivoli Integration Adapters Mainframe Hardware and Software Identification for z/OS 16 Hardware and Software Identification for Distributed Hardware Discovery Tivoli Integration Adapters Enterprise Business Applications (ERP, HR, Finance) CCMDB Maximo Enterprise Adapter 3 rd party discovery tools Tivoli Application Dependency Discovery Manager IBM Net. Cool / Precision for IP Networks Tivoli Provisioning Manager Tivoli Total. Storage Productivity Center Servers & PCs © 2007 IBM Corporation

Tivoli Software Maximo Asset Management 7. 1 Preview © 2007 IBM Corporation

Tivoli Software Maximo 7 Preview Topics § Enhanced User Interface and Security Capabilities §

Tivoli Software Maximo 7 Preview – Security and UI © 2007 IBM Corporation

Tivoli Software Conditional, Dynamic Security § § Data Restrictions - Control Access Characteristics to Objects and Attributes based on Data and/or User Group - Characteristics include “Read Only” and “Hidden” - Examples: § Tradesmen User Group cannot view WOs in “Waiting Approval” Status § Hide pay rate field on the Labor record based on user group; e. g. Tradesman § Hide WO cost fields for Tradesmen, but visible for Supervisors § WOs in “Complete” Status are read-only for Tradesmen User Group, but not for Planners § Asset records are read-only if the status is “Salvage” Application Access - Conditional Access to Applications § - Conditional Access to Actions § 20 Read, Insert, Modify and Delete E. g. , Change Status, Add to New Parent, View Total Costs, etc. © 2007 IBM Corporation

Tivoli Software Conditional Expression Manager § Persistent Definition and Re-use of Common Conditions 21

Tivoli Software Conditional Access 22 © 2007 IBM Corporation

Tivoli Software Data Restrictions § Object and Attribute Level Restrictions § Can be made

Tivoli Software Conditional UI § Control the UI based on Data and/or User Group - Controls characteristics of UI Controls § - § 24 E. g. , Fields, Table Windows, Tabs, Buttons, Actions, etc. Characteristics include “Required”, “Read Only”, “Hidden” Examples: - Hide Asset Application Safety tab for IT Users - Different labels, colors, etc on the same field for different groups of users; e. g. “Labor” for US users and “Labour” for Canadian or UK users © 2007 IBM Corporation

Tivoli Software Conditional UI 25 © 2007 IBM Corporation

Tivoli Software Maximo 7 Preview – Migration Manager © 2007 IBM Corporation

Tivoli Software Migration Manager: Maximo Configuration Capabilities § Maximo releases provide increasing configuration capabilities - Fewer customizations (coding) § Current migration process is cumbersome - Manually executed database scripts, export/import - Prone to sequencing errors - Seeding often incomplete (“I missed that configuration!”) • Security • Workflow • Screen Designer • Database Configuration • Reports Maximo 5. 2 • Application Designer • Domains • Sets • Cron Tasks • Communication Templates • Escalations • Enhanced Security • Enhanced Workflow • Database Configuration • Enhanced Reports Maximo 6. 2. 1 • • • • OMP Integration Web Services Library LIC Configuration Import/Export Logging Properties Application Designer Domains Sets Cron Tasks Communication Templates Escalations Enhanced Security Enhanced Workflow Database Configuration Reports Maximo 7. 1 Configuration applications in Maximo 27 © 2007 IBM Corporation

Tivoli Software Configuration Migration Process § Migration of Configurations between Maximo environments § Supports standard rollout environments: - DEV->TEST->PRODUCTION Production Server 1 § Purpose: - PROD DB Production Server 3 PROD DB Seed a new Maximo environment with all configurations and customizations Development Server 28 PROD DB Production Server 2 Test Server DEV DB TEST DB © 2007 IBM Corporation

Tivoli Software Migration Manager § Manages Packages - containers for Maximo configuration information § Package has a life-cycle: Define Create Distribute Deploy § Package can be “Snapshot” or “Delta” § Configuration Import/Export also provides: § Snapshot configuration/customization for support purposes (IBM support) § General purpose package-based export/import tool between Maximo environments § Packaged content delivery through OPAL § Maximo solutions and add-ons, including Industry Solutions § Tivoli Process Managers 29 © 2007 IBM Corporation

Tivoli Software Migration Groups § § § 30 Migration Groups define logical sets of Objects (and their relationships) Also defined is the Order, which ensure that data being Migrated is appropriately sequenced New Groups can be defined in addition to those delivered out of the box © 2007 IBM Corporation

Tivoli Software Package Definition 31 © 2007 IBM Corporation

Tivoli Software Package Creation 32 © 2007 IBM Corporation

Tivoli Software Maximo 7 Preview - Linear Assets © 2007 IBM Corporation

Tivoli Software Linear Assets Non linear Assets Mobile (fleet, vehicles) Roads Fixed Physical Assets (facilities) Pipelines (sewers, oil pipelines) Component-based Assets (aircraft, ship) Railway tracks Installed, maintained, replaced as a whole Preserved and restored in place, and in segments A non Linear Asset occupies a defined space and can be tracked by its location or modeled as part of a parent child hierarchy 34 Linear Assets have linear properties and often connect with each other by their relationship with the linear infrastructure itself © 2007 IBM Corporation

Tivoli Software Linear Assets WO 127 0 40 WO 128 Speed Limit Lanes Surface

Tivoli Software Linear Assets § Linear Attributes, Actions conditionally visible § Multiple, Configurable Linear

Tivoli Software Features § Entities such as Mile Posts, Signs, Guardrails, Junctions can be managed as Features, rather than having to create and manage Assets § Features can be Point (e. g. , Mile Post, Junction) or Linear (e. g. Guardrails, Mow-able Acreage, ) 37 © 2007 IBM Corporation

Tivoli Software Specifications 38 © 2007 IBM Corporation

Tivoli Software Relationships § Multiple Relationships can be identified between Assets - Precedes and Succeeds (I 95 MD Precedes I 95 PA) - Intersects, Passes Over, Passes Under - Joins, Parallels 39 © 2007 IBM Corporation

Tivoli Software Maximo 7 Preview - Process and Work Management Enhancements © 2007 IBM

Tivoli Software Enhanced Process and Work Management § Multiple Assets, Locations on Work Orders, Tickets § Enhanced Swap capabilities § Automated Flow Control of WO Tasks – Status Management § New WO Task Application § Job Plan Enhancements - Nested Job Plans Attached Documents at Job Plan Task level § Classification-based Attributes 41 © 2007 IBM Corporation

Tivoli Software Job Plans § § § 42 Nested Job Plans – Reusable Processes and Procedures; Generates Work Order Hierarchies Automated Flow Control – Controls Execution of Work; Automates Processes Classification Based Attributes – Similar to Asset, Location and Item; Provides Job Specific Attributes to Job Plans and Work Orders © 2007 IBM Corporation

Tivoli Software Multiple Assets and Locations on Work Orders 43 © 2007 IBM Corporation

Tivoli Software Q&A Additional Resources Maximo Asset Management - http: //www-306. ibm. com/software/tivoli/solutions/asset-management/index. html - http: //www-306. ibm. com/software/tivoli/products/maximo-asset-mgmt/ Tivoli Asset Management for IT - http: //www-306. ibm. com/software/tivoli/solutions/it-asset-management/ Maximo Info on User Group website (www. tivoli-ug. org) 7 Maximo User Groups currently have presence on http: //www. tivoli-ug. org/groups. php? ugtype=Maximo News http: //www. tivoli-ug. org/news. php#acq Maximo Mondays listed http: //www. tivoli-ug. org/events. php#maximo_mondays and here http: //www. tivoli-ug. org/events. php New category added into TIE for Asset Mgt (coming 10 -11 -07) http: //tie. tivoli-ug. org/ Peer to Peer Knowledge Exchange has Maximo products listed: http: //www. tivoli-ug. org/p 2 p/listall_bycat January 2007 Executive Interview Article with Anthony Honaker: http: //www. tivoli-ug. org/ec-arch 18. php August 2007: Executive Interview Article with Jack Young: http: //www. tivoli-ug. org/execcorner. php 44 © 2007 IBM Corporation